Atlantic Edge Private Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Atlantic Edge Private Wealth Management, LLC

$299 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	SELL	$47.83 - $52.72 $286 - $316	-6 Closed	0 $1,000
Q4 2023 Feb 08, 2024	BUY	$39.52 - $46.21 $237 - $277	6 New	6 $293,000

Others Institutions Holding SCHK

# of Institutions

169

Shares Held

34.5M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

24.2M
Shares

$1.28 Billion
2.82% of portfolio
Legacy Wealth Management, Inc

3.65M
Shares

$193 Million
13.81% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$99.2 Million
23.08% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$67.1 Million
5.9% of portfolio
Waddell & Associates, LLC

950K
Shares

$50.2 Million
6.58% of portfolio

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